Track Referral Status
In this article, you will learn how partners can track merchant referral status. Referral status helps partners understand where the merchant is in the review, onboarding, or activation process.
Where to track referral status
Partners can track referral status in the Partner Portal, where available.
Common referral status labels
A referral may move through the following status stages:
- Submitted
- Under Review
- Discovery Scheduled
- Awaiting Merchant Information
- Onboarding
- Active
- Not Qualified
- Lost / Closed
What each status means
Submitted: The referral has been submitted and received.
Under Review: Cashflow.io is reviewing the referral to confirm fit and next steps.
Discovery Scheduled: A discovery call has been scheduled with the merchant.
Awaiting Merchant Information: Cashflow.io is waiting for required information from the merchant.
Onboarding: The merchant is moving through onboarding requirements.
Active: The merchant is active.
Not Qualified: The merchant is not qualified based on the review.
Lost / Closed: The opportunity is no longer moving forward.
How to check referral status
Step 1: Log in to the Partner Portal.
Step 2: Go to the merchant or referral tracking area.
Step 3: Find the merchant name.
Step 4: Review the current status label.
Step 5: Check whether any partner or merchant action is needed.
If a referral status appears incorrect
If a referral is missing or the status appears incorrect, contact Cashflow.io support or your Cashflow.io representative.
Include:
- Partner name
- Merchant name
- Merchant contact
- Current status shown, if any
- Expected status, if known
- Screenshot, if applicable